Singular Bank helps bankers move fast with ChatGPT and Codex
Madrid-based private bank Singular Bank has developed an internal assistant named Singularity, powered by ChatGPT and Codex. The tool helps bankers analyze portfolios in real time, prepare for meetings, and generate compliant follow-up communications. Across the team, bankers are saving 60 to 90 minutes per day on routine tasks.
The Core Development
Singular Bank, a private bank based in Madrid, built Singularity—an internal assistant powered by ChatGPT and Codex—that helps bankers analyze portfolios in real time, prepare for meetings, and generate compliant follow-up communications. Across the team, bankers save 60–90 minutes per day and spend more time advising clients instead of preparing materials.
With less time spent searching for information and preparing materials, bankers can focus on what matters most: understanding the client, building relationships, and delivering value.
Before Singularity, analyzing a client portfolio meant working across systems: pulling positions, reconciling data manually, and assembling a coherent view ahead of a meeting. That process could take significant preparation time and had to be repeated for every client.
Strategic Perspective & Ecosystem Impact
With Singularity, bankers can immediately see what matters in a portfolio. The system flags things like concentration risk, elevated exposure, or portfolio imbalance.
Singularity also recommends actions like reducing concentration, locking in gains, or rebalancing toward a more stable portfolio.
Instead of spending meetings reviewing data, bankers can focus on advising clients and discussing next steps.
Why it matters
This deployment demonstrates how financial institutions can integrate generative AI tools like ChatGPT and Codex into core systems to automate operational tasks while maintaining strict compliance and regulatory standards.